Akers Financial Group
Akers Financial Group was founded on the principles of integrity, trust, and service. We believe that each and every client is special and deserves advice and implementations that apply directly towards their personal financial fingerprint. This financial fingerprint is what tells us the objective, risk tolerance, and purpose of the investment and insurance tools that we use to assist our clients in reaching their goals.
We invite you to be a part of our organization. We truly value our relationship with our clients. The Akers Financial Group staff is highly qualified and willing to serve your financial needs. As you meet with us, you will see that we offer quite a personalized approach to planning for and through your retirement years.
By discovering the purpose and objective in each financial decision, we can help you accomplish your goals. Intelligent Financial Design starts with a detailed description of your positions and goals and leads to the design that will help you to reach your goals with your risk tolerance in mind. We accomplish these goals typically with a team approach of advisors, with the Attorney and CPA providing prominent roles.
All of this begins with an initial consultation and grows with each meeting and annual review. We would be thrilled to work with you to begin the planning process.